The Daley Note | The Daley Note (9)

Just Chill: Cooldown Cargo Advances Next LNG Project

Posted by: East Daley Analytics

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As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently ...

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12 Sep

Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats Up

Posted by: East Daley Analytics

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Enbridge (ENB) Mainline, Canada’s largest crude oil egress pipeline, is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf ...

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11 Sep

Coincidence? Permian Production is Primed to Pop as WTI Falls

Posted by: East Daley Analytics

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...

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10 Sep

ONEOK the Consolidator (Medallion Edition)

Posted by: East Daley Analytics

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ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...

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6 Sep

Matterhorn is Great for Commodities – Except One

Posted by: East Daley Analytics

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NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...

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5 Sep

Golden Pass Wants More Runway to Land the Plane

Posted by: East Daley Analytics

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After the bankruptcy of its lead contractor, Golden Pass LNG is asking regulators for more time to complete construction. East Daley is watching the ...

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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Posted by: East Daley Analytics

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ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...

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30 Aug

All Aboard? Labor Strife May Derail Canadian Crude Imports

Posted by: East Daley Analytics

Comments: 0

The Canadian government intervened last week to end a brief rail strike between the Teamsters and the country's two largest railroad companies, ...

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29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

Posted by: East Daley Analytics

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...

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28 Aug